Peter Shapoval
CFP®
Wealth Management Associate
Main: 952.854.5544
Fax: 952.854.6335
About
As a Wealth Management Associate, Peter is passionate about assisting advisors in simplifying complex concepts and making them understandable to clients. He excels at teaching and breaking down intricate ideas into actionable steps. On the operations side, he focuses on problem-solving by addressing root issues rather than just surface symptoms. His keen attention to detail ensures that every client interaction is as enjoyable and effective as possible.
Experience and Education
Peter graduated with a Bachelor’s degree in biology, emphasizing biomedical sciences. However, during the COVID era, he realized that his true calling lay outside this field, leading him to transition into financial services in 2021. He began his career as a Client Service Associate and Paraplanner, where he expanded his knowledge through direct client interactions and understanding their financial goals. Peter holds his Series 6, 63, and 7 licenses through Commonwealth Financial Network® and is a CERTIFIED FINANCIAL PLANNER™ CFP® Professional.
Personal
Peter is married to his wife, Arina, and lives in Prior Lake with their two wonderful children, Judah and Jamie. His family enjoys spending time together, and they’re actively involved in their church's youth ministry, where they focus on nurturing and developing younger generations. In their free time, they love playing board games and volleyball.
CONTACT PETER:
7900 International Drive Suite 405
Office: 952.854.5544
Fax: 952.854.6335
Email: iem@integratedequity.net